Jesse Hansford, CFP®, CPFA®

Managing Partner


office: 864-626-4380


I have lived in Ohio, Arkansas, Texas, & Illinois but am proud to call myself a South Carolinian. I moved to the Upstate in 2007 from the Chicago-land area; I am a transplant, but I’ve started my financial planning & wealth career, co-founded Professional Planning & Wealth and started a family here in Upstate South Carolina – so I claim it as home! Between 2008 and 2015 my wife, Angela, and I were blessed with three amazing boys, who are rapidly growing into incredible young men.

My Wealth Management career began in October of 2007, so my introduction to advising clients was in the teeth of the Global Financial Crisis. That time left an indelible mark on my desire to help clients (families and organizations) appropriately balance their capacity and tolerance for
risk against their need for the growth and longevity of their invested assets. The importance of managing risk to meet long-term financial goals led me to earn my CERTIFIED FINANCIAL PLANNER™ Professional designation in 2015.

With the privilege of serving mass affluent to high-net-worth professionals and business owners, I can help to plan and manage through the challenges of answering the big financial questions and alleviating the big money concerns of an unknown future.

Relatability Factors:

Single Income Household

My wife homeschools our boys. She works incredibly long hours, but the pay is lousy! Budgeting is critical.

Rental Property Owner

Not all worthwhile investments are made on the New York Stock Exchange

Business Owner

No career back-up plan. I understand the challenges and opportunities unique to entrepreneurs.

More about me:

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